Bank & Trust Company’s JPMorgan Chase JPM Stock Holding History

Bank & Trust Company’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Buy	3,438 +81	+2%	+$25.2K	0.71%	41
2026 Q1	$987K	Hold	3,357	–	–	0.67%	43
2025 Q4	$1.08M	Hold	3,357	–	–	0.76%	37
2025 Q3	$1.06M	Hold	3,357	–	–	0.78%	38
2025 Q2	$973K	Sell	3,357 -24	-0.7%	-$6.13K	0.77%	40
2025 Q1	$829K	Hold	3,381	–	–	0.68%	45
2024 Q4	$810K	Sell	3,381 -10	-0.3%	-$2.33K	0.68%	45
2024 Q3	$715K	Sell	3,391 -81	-2%	-$17.1K	0.58%	50
2024 Q2	$702K	Buy	+3,472	New	+$679K	0.6%	49

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Bank & Trust Company's JPM Position: Q2 2026 in Review

Bank & Trust Company increased its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, buying an estimated $25.2K and bringing the position to 3,438 shares worth $1.13M. The position accounts for 0.71% of the portfolio, ranked #41.

Bank & Trust Company first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 2,565 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Bank & Trust Company held 3,438 shares of JPMorgan Chase worth $1.13M as of Q2 2026.
Bank & Trust Company bought 81 JPMorgan Chase shares in Q2 2026, an estimated $25.2K.
JPMorgan Chase made up 0.71% of Bank & Trust Company's portfolio in Q2 2026, its #41 holding.
Bank & Trust Company first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
2,565 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bank & Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.